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Manage Employees

Manage the people at your dealership: add employees, send invitations, and control access.

What you'll learn​

  • Adding an employee and sending an invitation
  • Finding, viewing, and editing an employee
  • Resending invitations, suspending, re-enabling, and deleting

Before you start​

  • Open your account menu (your avatar) and select Administration. The Employees tab opens by default.
  • Adding, editing, or changing employees requires an admin role (Retailer Admin). Without it you can view the list but not make changes.

Steps​

Add an employee:

  1. On the Employees tab, click Add employee.
  2. Under Details, enter the First name, Last name, and Email.
  3. To invite the person right away, check Send invitation with employee creation, then choose their Roles and Language (see Roles & permissions).
  4. Click Add employee to save.

Find and open an employee:

  1. Use the Search an employee box to filter the list by name or email.
  2. To include suspended people, open Filter and turn on Include suspended.
  3. Click an employee card (or View employee) to open the Editing view.

Edit, invite, or change status:

  1. In the editing view, update the Details and click Save employee.
  2. Open the Advanced menu (top-right of the dialog) for more actions:
    • Resend invitation — available while the employee is Pending.
    • Suspend employee — available while Active.
    • Enable employee — available while Suspended.
    • Delete employee — available for employees who have not yet activated an account.
  3. Confirm the prompt ("The employee will be ..., do you really want to continue?").

Good to know​

  • Status meanings: Active (account activated), Pending (invited but not yet accepted), Suspended (access revoked; can be re-enabled), Inactive.
  • Suspended employees are hidden from the list until you turn on Include suspended.
  • Your own entry is marked (You).
  • First name and Email are required, the email must be valid, and it cannot already be in use.
  • Changing an invited employee's email resends the invitation when you save.
  • Save employee is hidden for a suspended employee; enable the employee first to edit their details.